Nations Financial Group’s FT Vest 20+ Year Treasury & Target Income ETF LTTI Stock Holding History

Nations Financial Group’s Portfolio LTTI Stock Details LTTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.14M	Buy	61,705 +1,753	+3%	+$32.3K	0.05%	350
2026 Q1	$1.13M	Sell	59,952 -56	-0.1%	-$1.07K	0.06%	342
2025 Q4	$1.16M	Buy	60,008 +14,583	+32%	+$286K	0.06%	313
2025 Q3	$899K	Buy	45,425 +6,990	+18%	+$136K	0.06%	344
2025 Q2	$760K	Buy	38,435 +25,135	+189%	+$492K	0.05%	356
2025 Q1	$275K	Buy	+13,300	New	+$273K	0.02%	555

Other funds holding LTTI

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

UWP

Uniting Wealth Partners Mission, Kansas $492M AUM 30.23% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

Nations Financial Group's LTTI Position: Q2 2026 in Review

Nations Financial Group increased its FT Vest 20+ Year Treasury & Target Income ETF (LTTI) stake by 2.9% in Q2 2026, buying an estimated $32.3K and bringing the position to 61,705 shares worth $1.14M. The position accounts for 0.05% of the portfolio, ranked #350.

Nations Financial Group first reported a position in LTTI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.16M in Q4 2025. 21 funds tracked by Wall St. Rank hold LTTI as of Q2 2026.

Nations Financial Group held 61,705 shares of FT Vest 20+ Year Treasury & Target Income ETF worth $1.14M as of Q2 2026.
Nations Financial Group bought 1,753 FT Vest 20+ Year Treasury & Target Income ETF shares in Q2 2026, an estimated $32.3K.
FT Vest 20+ Year Treasury & Target Income ETF made up 0.05% of Nations Financial Group's portfolio in Q2 2026, its #350 holding.
Nations Financial Group first reported a position in FT Vest 20+ Year Treasury & Target Income ETF in Q1 2025 and has held it in 6 quarters since.
Nations Financial Group's FT Vest 20+ Year Treasury & Target Income ETF position peaked at $1.16M in Q4 2025.
21 funds tracked by Wall St. Rank held FT Vest 20+ Year Treasury & Target Income ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.